Advisor Group’s Steel Dynamics STLD Stock Holding History

Advisor Group’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.25M	Sell	36,761 -1,247	-3%	-$39.8K	0.01%	1066
2019 Q3	$1.13M	Sell	38,008 -7,834	-17%	-$231K	0.01%	1066
2019 Q2	$1.38M	Buy	45,842 +14,199	+45%	+$434K	0.01%	935
2019 Q1	$1.12M	Buy	31,643 +7,117	+29%	+$253K	0.01%	1020
2018 Q4	$737K	Sell	24,526 -58,693	-71%	-$2.22M	0.01%	1142
2018 Q3	$3.76M	Buy	83,219 +34,594	+71%	+$1.59M	0.04%	414
2018 Q2	$2.23M	Buy	48,625 +23,058	+90%	+$1.09M	0.03%	508
2018 Q1	$1.13M	Sell	25,567 -4,590	-15%	-$211K	0.02%	798
2017 Q4	$1.3M	Sell	30,157 -1,347	-4%	-$51.8K	0.02%	739
2017 Q3	$1.09M	Sell	31,504 -4,359	-12%	-$153K	0.02%	753
2017 Q2	$1.28M	Sell	35,863 -903	-2%	-$31.3K	0.02%	634
2017 Q1	$1.28M	Buy	36,766 +4,707	+15%	+$168K	0.03%	608
2016 Q4	$1.14M	Buy	32,059 +29,770	+1,301%	+$937K	0.03%	608
2016 Q3	$57K	Sell	2,289 -1,171	-34%	-$29.9K	﹤0.01%	2431
2016 Q2	$82K	Buy	+3,460	New	+$84.5K	﹤0.01%	2066

Other funds holding STLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's STLD Position: Q4 2019 in Review

Advisor Group reduced its Steel Dynamics (STLD) stake by 3.3% in Q4 2019, selling an estimated $39.8K and leaving 36,761 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1066.

Advisor Group first reported a position in STLD in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.76M in Q3 2018. 459 funds tracked by Wall St. Rank hold STLD as of Q4 2019.

Advisor Group held 36,761 shares of Steel Dynamics worth $1.25M as of Q4 2019.
Advisor Group sold 1,247 Steel Dynamics shares in Q4 2019, an estimated $39.8K.
Steel Dynamics made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1066 holding.
Advisor Group first reported a position in Steel Dynamics in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Steel Dynamics position peaked at $3.76M in Q3 2018.
459 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.